Bain Capital Specialty Finance, Inc.
BCSF- Exchange
- NYSE
- SEC CIK
- 0001655050
No open-market purchases or sales by Bain Capital Specialty Finance, Inc. insiders were filed in the last 90 days; 128 institutions reported holding it in 13F filings for Q2 2026, worth $459.6M in total; no superinvestor holds it.
13F holders, Q4 2025
Institutional positions in Bain Capital Specialty Finance, Inc. as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 142
- +4 vs. Q3 2025
- Shares held
- 34.3M
- +1.14M (+3.4%) vs. Q3 2025
- Total value
- $477.0M
- +$4.77M (+1.0%) vs. Q3 2025
- New holders
- 25
- 45 more added
- Sold out
- 21
- 43 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BCSF on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 128 | $459.6M |
| Q1 2026 | 132 | $419.4M |
| Q4 2025 | 142 | $477.0M |
| Q3 2025 | 139 | $475.4M |
| Q2 2025 | 143 | $486.3M |
| Q1 2025 | 149 | $552.0M |
| Q4 2024 | 137 | $589.7M |
| Q3 2024 | 133 | $507.4M |
| Q2 2024 | 143 | $513.0M |
| Q1 2024 | 138 | $497.0M |
| Q4 2023 | 135 | $491.6M |
| Q3 2023 | 125 | $509.2M |
| Q2 2023 | 117 | $453.1M |
| Q1 2023 | 115 | $397.7M |
| Q4 2022 | 120 | $403.3M |
| Q3 2022 | 99 | $396.3M |
| Q2 2022 | 99 | $444.5M |
| Q1 2022 | 90 | $508.0M |
| Q4 2021 | 99 | $490.0M |
| Q3 2021 | 97 | $467.8M |
| Q2 2021 | 94 | $493.7M |
| Q1 2021 | 95 | $500.2M |
Institutions, Q4 2025
Shares, value and share of portfolio for each institution holding Bain Capital Specialty Finance, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dougherty Wealth Advisers LLC | 50 | $696 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 100 | $1.39K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 113 | $1.58K | 0.00% | +3+2.7% | Added |
| Strategic Advocates LLC | 138 | $1.92K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 174 | $2.42K | 0.00% | +174 | New |
| Federation des caisses Desjardins du Quebec | 200 | $2.78K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 250 | $3.48K | 0.00% | +250 | New |
| Rogco, LP | 340 | $4.73K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 383 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 420 | $5.84K | 0.00% | −1,229−74.5% | Reduced |
| Jones Financial Companies LLLP | 500 | $6.96K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 500 | $6.96K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 556 | $7.73K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 559 | $7.78K | 0.00% | +559 | New |
| Harbor Asset Planning, Inc. | 622 | $8.65K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 750 | $10.4K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 979 | $13.6K | 0.00% | −1,511−60.7% | Reduced |
| Flagship Harbor Advisors, LLC | 1,089 | $15.2K | 0.00% | +1,089 | New |
| Global Retirement Partners, LLC | 2,500 | $34.8K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 2,716 | $38.0K | 0.02% | +2,716 | New |
| UBS Asset Management Americas Inc | 3,000 | $41.7K | 0.00% | +3,000 | New |
| Steward Partners Investment Advisory, LLC | 3,422 | $47.6K | 0.00% | −358−9.5% | Reduced |
| BNP Paribas Arbitrage, SA | 3,503 | $48.7K | 0.00% | −566−13.9% | Reduced |
| Stone House Investment Management, LLC | 3,856 | $53.6K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 4,353 | $60.5K | 0.01% | −297−6.4% | Reduced |
| SRS Capital Advisors, Inc. | 5,000 | $69.5K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,181 | $72.1K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 7,995 | $111.2K | 0.04% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 8,628 | $120.0K | 0.05% | +115+1.4% | Added |
| Bokf, NA | 9,750 | $135.6K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 10,000 | $139.1K | 0.00% | +10,000 | New |
| Schonfeld Strategic Advisors LLC | 10,823 | $150.5K | 0.00% | +10,823 | New |
| BTG Pactual Asset Management US LLC | 10,121 | $152.2K | 0.02% | +10,121 | New |
| Advisory Services Network, LLC | 11,327 | $157.6K | 0.00% | −1,871−14.2% | Reduced |
| MML Investors Services, LLC | 11,331 | $157.6K | 0.00% | −17−0.1% | Reduced |
| Creative Planning | 11,710 | $162.9K | 0.00% | +726+6.6% | Added |
| Seelaus Asset Management LLC | 12,050 | $167.6K | 0.13% | −1,250−9.4% | Reduced |
| Cetera Investment Advisers | 12,092 | $168.2K | 0.00% | +12,092 | New |
| Mill Creek Capital Advisors, LLC | 12,092 | $168.2K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 12,500 | $173.9K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 12,501 | $173.9K | 0.00% | +236+1.9% | Added |
| Virtu Financial LLC | 12,839 | $179.0K | 0.01% | +12,839 | New |
| Susquehanna International Group, LLP | 12,916 | $179.7K | 0.00% | +1,017+8.5% | Added |
| PDT Partners, LLC | 12,971 | $180.4K | 0.01% | −585−4.3% | Reduced |
| Employees Retirement System of Texas | 14,064 | $196.0K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 14,187 | $197.3K | 0.00% | +14,187 | New |
| Aquatic Capital Management LLC | 14,589 | $202.9K | 0.01% | +8,426+136.7% | Added |
| Almitas Capital LLC | 15,000 | $208.7K | 0.05% | +15,000 | New |
| Janney Montgomery Scott LLC | 16,588 | $231.0K | 0.00% | −66,649−80.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 16,715 | $232.5K | 0.01% | +2,715+19.4% | Added |
| Colony Group, LLC | 17,231 | $239.7K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 18,172 | $252.8K | 0.00% | +3,196+21.3% | Added |
| Meridian Investment Counsel Inc. | 18,816 | $261.7K | 0.06% | +1,340+7.7% | Added |
| Eagle Global Advisors LLC | 19,910 | $276.9K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 19,974 | $277.8K | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 20,400 | $284.0K | 0.00% | +731+3.7% | Added |
| Fox Run Management, L.L.C. | 20,481 | $284.9K | 0.04% | +20,481 | New |
| VARCOV Co. | 21,500 | $299.1K | 0.12% | +21,500 | New |
| Kovack Advisors, Inc. | 21,653 | $301.2K | 0.01% | +21,653 | New |
| Formidable Asset Management, LLC | 21,747 | $309.9K | 0.05% | −6,700−23.6% | Reduced |
| Advisor OS, LLC | 22,296 | $310.1K | 0.02% | +654+3.0% | Added |
| M.E. Allison & Co., Inc. | 24,430 | $339.8K | 0.23% | +67+0.3% | Added |
| Onyx Bridge Wealth Group LLC | 24,921 | $346.6K | 0.04% | +47+0.2% | Added |
| Denali Advisors LLC | 25,529 | $355.1K | 0.04% | −4,423−14.8% | Reduced |
| Bank of New York Mellon Corp | 27,049 | $376.2K | 0.00% | +27,049 | New |
| SeaCrest Wealth Management, LLC | 28,400 | $384.5K | 0.04% | 00.0% | Unchanged |
| Quantbot Technologies LP | 28,152 | $391.6K | 0.01% | +28,152 | New |
| Foster Victor Wealth Advisors, LLC | 29,278 | $402.6K | 0.02% | +7,278+33.1% | Added |
| International Assets Investment Management, LLC | 28,964 | $402.9K | 0.03% | −2,875−9.0% | Reduced |
| Farther Finance Advisors, LLC | 30,250 | $420.8K | 0.00% | +7,520+33.1% | Added |
| Quadrature Capital Ltd | 30,654 | $426.4K | 0.00% | +13,463+78.3% | Added |
| Transcend Wealth Collective, LLC | 30,858 | $429.2K | 0.03% | +710+2.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 31,610 | $439.7K | 0.00% | −914−2.8% | Reduced |
| CFO4Life Group, LLC | 32,775 | $455.9K | 0.06% | +962+3.0% | Added |
| JPMorgan Chase & Co | 33,850 | $470.9K | 0.00% | −31,539−48.2% | Reduced |
| Diversify Advisory Services, LLC | 36,589 | $503.1K | 0.02% | −1,477−3.9% | Reduced |
| Ethos Financial Group, LLC | 36,850 | $512.6K | 0.04% | −6,349−14.7% | Reduced |
| Comerica Bank | 37,104 | $516.1K | 0.00% | +6,340+20.6% | Added |
| Cottage Street Advisors LLC | 39,500 | $549.4K | 0.23% | −2,000−4.8% | Reduced |
| Northern Trust Corp | 42,840 | $595.9K | 0.00% | −4,426−9.4% | Reduced |
| Invesco Ltd. | 44,994 | $625.9K | 0.00% | −52,912−54.0% | Reduced |
| Virtus Investment Advisers, Inc. | 47,637 | $662.6K | 0.18% | −8,234−14.7% | Reduced |
| Beaumont Financial Advisors, LLC | 49,588 | $689.8K | 0.05% | −12,249−19.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 50,616 | $704.0K | 0.00% | −4,911−8.8% | Reduced |
| Advisor Group Holdings, Inc. | 51,404 | $715.0K | 0.00% | +7,622+17.4% | Added |
| Lido Advisors, LLC | 51,425 | $732.8K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 52,873 | $735.5K | 0.16% | −9,905−15.8% | Reduced |
| Brevan Howard Capital Management LP | 53,965 | $750.7K | 0.01% | −15,919−22.8% | Reduced |
| Allworth Financial LP | 55,240 | $768.4K | 0.00% | −20,034−26.6% | Reduced |
| Independent Financial Group, LLC | 55,250 | $768.5K | 0.02% | −10,476−15.9% | Reduced |
| Great West Life Assurance Co | 68,056 | $948.0K | 0.00% | +3,024+4.7% | Added |
| Ares Management LLC | 68,595 | $954.2K | 0.05% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 68,818 | $957.3K | 0.00% | −1,018−1.5% | Reduced |
| Raymond James Financial Inc | 71,639 | $996.5K | 0.00% | −11,176−13.5% | Reduced |
| United Advisor Group, LLC | 74,108 | $1.03M | 0.13% | +72+0.1% | Added |
| Norden Group LLC | 75,820 | $1.05M | 0.10% | +44,877+145.0% | Added |
| XTX Topco Ltd | 75,980 | $1.06M | 0.03% | +52,705+226.4% | Added |
| Jane Street Group, LLC | 76,301 | $1.06M | 0.00% | +76,301 | New |
| State Street Corp | 78,772 | $1.11M | 0.00% | +15,205+23.9% | Added |
| Heritage Trust Co | 91,325 | $1.27M | 0.13% | 00.0% | Unchanged |